Bloomberg's Caroline Hyde and Ed Ludlow break down why the US is weighing tougher trade curbs on chips for China. Plus, Elon Musk moves the headquarters for SpaceX and X to Texas, and a deep dive into whether JD Vance can be good for business and the Andreessen Horowitz co-founders now also backing Trump.

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AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
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Nvidia Nears $14B Hugging Face Deal
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